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Client Service Manager Jobs in Boston, MA (NOW HIRING)

Pathstone

Client Service Associate

Boston, MA · On-site

$70K - $85K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Managing $13+ billion in assets , Concentric's mission is to empower advisors with precision-driven ... We are seeking a dynamic Client Service Associate to support our client service operations. This ...

Pathstone

Client Service Associate

Boston, MA · On-site

$70K - $85K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Managing $13+ billion in assets , Concentric's mission is to empower advisors with precision-driven ... We are seeking a dynamic Client Service Associate to support our client service operations. This ...

Pathstone

Client Service Associate

Boston, MA

$70K - $85K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Managing $13+ billion in assets , Concentric's mission is to empower advisors with precision-driven ... We are seeking a dynamic Client Service Associate to support our client service operations. This ...

hackajob

Client Service - Associate I

Boston, MA · On-site

Client Service Delivery Associate I Join our dynamic team as a Client Service Delivery Associate I ... Contribute to the change management process, assisting in strategic communications and stakeholder ...

New

Chase

Client Service - Associate I

Boston, MA · On-site

Client Service Delivery Associate I Join our dynamic team as a Client Service Delivery Associate I ... Contribute to the change management process, assisting in strategic communications and stakeholder ...

Modera Wealth Management

Client Service Specialist

Boston, MA · Hybrid

$18.50 - $24.50/hr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Modera Wealth Management is an independent, fee-only firm that strives to make a lasting positive ... We are looking for a Client Service Specialist in Boston, MA to support the office's advisors and ...

Guidepoint

Client Service Associate

Boston, MA · On-site

$70K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Manage multiple fast-moving client requests, balancing competing deadlines while maintaining a high ... service * Applicants must be authorized to work in the United States without the need for current ...

GW&K Investment Management

Client Service Associate

Boston, MA · On-site

$70K - $80K/yr

  • Medical

  • Dental

  • Retirement

Client Service Associate Boston, MA The Client Service Associate serves as a primary point of ... Oversee cash management needs, including funding requests, distributions, and liquidity planning.

Robert Half

Client Service Representative

Boston, MA · On-site

$25 - $26/hr

We are looking for a Client Service Representative to support client relationships and deliver a ... This position is well suited for someone who can manage competing priorities, communicate clearly ...

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All JobsClient Service JobsClient Service Manager JobsClient Service Manager Jobs in Boston, MA

Client Service Manager information

See Boston, MA salary details

$26.6K

$63K

$109.7K

How much do client service manager jobs pay per year?

As of Aug 14, 2026, the average yearly pay for client service manager in Boston, MA is $63,006.00, according to ZipRecruiter salary data. Most workers in this role earn between $44,500.00 and $76,000.00 per year, depending on experience, location, and employer.

What is a client service manager?

Client Service Managers are professionals responsible for maintaining strong relationships with clients and ensuring their needs are met by the company’s products or services. They serve as the primary point of contact between clients and the organization, handling client inquiries, resolving issues, and coordinating with internal teams to deliver solutions. Their main goal is to ensure client satisfaction, retention, and loyalty. Client Service Managers often analyze feedback, monitor service quality, and help identify opportunities for growth within their accounts.

What are the key skills and qualifications needed to thrive as a client service manager, and why are they important?

To thrive as a Client Service Manager, you need strong customer service expertise, problem-solving abilities, and a bachelor's degree in business or a related field. Familiarity with CRM software, project management tools, and sometimes industry-specific certifications are typically required. Excellent communication, leadership, and conflict-resolution skills help build lasting client relationships and guide teams effectively. These skills ensure high client satisfaction, efficient service delivery, and long-term business growth.

How does a client service manager typically collaborate with other departments to ensure client satisfaction?

Client Service Managers work closely with sales, product, and operations teams to address client needs and resolve issues efficiently. They often act as a communication bridge, relaying client feedback and coordinating solutions or improvements. Regular meetings and updates with internal teams help ensure that all client requirements are met and expectations are managed effectively. This cross-functional collaboration is key to delivering a seamless client experience and maintaining long-term relationships.

What is the difference between Client Service Manager vs Customer Support Manager?

AspectClient Service ManagerCustomer Support Manager
CredentialsRelevant experience in client relations, possibly certifications in customer service or account managementExperience in customer support, technical knowledge may be beneficial
Work EnvironmentTypically in client-facing roles, managing key accounts, and building long-term relationshipsOften in call centers or support teams, handling inquiries and troubleshooting
Employer & IndustryFinancial services, consulting, B2B companiesRetail, tech, telecommunications, service industries

While both roles focus on customer interactions, a Client Service Manager primarily manages ongoing client relationships and strategic accounts, whereas a Customer Support Manager handles day-to-day support inquiries and technical issues. The roles overlap in customer communication but differ in scope and focus.

What are the most commonly searched types of Client Service jobs in Boston, MA?

The most popular types of Client Service jobs in Boston, MA are:

What are popular job titles related to Client Service Manager jobs in Boston, MA?

For Client Service Manager jobs in Boston, MA, the most frequently searched job titles are:

What job categories do people searching Client Service Manager jobs in Boston, MA look for?

The top searched job categories for Client Service Manager jobs in Boston, MA are:

Client Service Manager jobs near you
Infographic showing various Client Service Manager job openings in Boston, MA as of August 2026, with employment types broken down into 1% As Needed, 77% Full Time, 18% Part Time, and 4% Contract. Highlights an 91% Physical, 2% Hybrid, and 7% Remote job distribution, with an average salary of $61,129 per year, or $29.4 per hour.

Client Service Associate

Jewish Family Service of Colorado

Middleton, MA • On-site

$40.87/hr

Full-time

Re-posted 6 days ago

Job description

POSITION SUMMARY:

Registered Client Service Associates provide exceptional service to our clients and supportFinancial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teamson a daily basis.Through regular interactions with clients, individuals in this role build trusted relationships.Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and will be able to assist clients with their everyday needs.

DUTIES and RESPONSIBILITIES:

CLIENT SUPPORT

Provide service coverage for a FA/PWA/team including:

  • Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships
  • Executing money movement transactions at the request of the client and/or FA/PWA/team
  • Answering general non-investment related questions concerning client accounts, including relaying stock positions, and providing account balances (e.g., funds due and margin debit)
  • Enter profile information or pre-fill account documentation on client accounts and/or documents in aa clerical capacity at the direction of the client and/or FA/PWA/team
  • Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization)
  • Onboard and maintain client accounts, including collecting client information and required documentation in a clerical capacity at the direction of the client and/or FA/PWA/team
  • Provide existing clients with details around their account information (e.g., investment objectives, risk tolerance)
  • Accept or enter unsolicited orders and/or enter solicited orders in a clerical capacity at the direction of theFA/PWA/team
  • Supporting the FAs / PWAs / teams' marketing strategy (e.g., website maintenance)
  • Assist FAs / PWAs/ teams in delivering against their business plan and client service model
  • Remaining current on all policies, procedures, and new platforms
  • Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management

ADMINISTRATIVE SUPPORT

  • Answering inbound phone calls or making outbound calls with updates on service requests (e.g., scheduling follow-up calls with FAs / PWAs / teams as needed)
  • Managing the calendar including coordinating meetings or events with logistics such as material prep (e.g., maintaining agendas, sending calendar invites with Zoom credentials)
  • Maintaining travel itineraries, preparing expense reports and managing the reimbursement process
  • Assisting with general in-office support functions such as copying, filing and scanning documentation
  • Preparing and submitting expense reports for processing at the direction of the FA/PWA

EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:

Education and/or Experience

  • High School Diploma/Equivalency
  • College degree preferred
  • ActiveSeries 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
  • Two or more years of industry experience preferred

Knowledge/Skills

  • Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts
  • Detail orientated with superior organizational skills and ability to prioritize
  • Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint)
  • Exceptional writing, interpersonal and client service skills
  • Strong time management skills
  • Team player with the ability to collaborate with others
  • Ability to work in a fast-paced, evolving environment
  • Adaptable and ability to multitask
  • Goal oriented, self-motivated and results driven

Reports To:

  • Business Service Officer

Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.

It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.

Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.

To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.

Expected base pay rates for the role will be between $15 and $40.87 per hour at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.

Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.

Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.

For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.

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